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Bell Investment Advisors’s Palomar PLMR Stock Holding History

Bell Investment Advisors’s Portfolio PLMR Stock Details PLMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-9
Closed -$497 – 1978
2023
Q1 		$497 Buy
+9
New +$482 ﹤0.01% 1833
2021
Q4 		– Sell
-7
Closed -$1K – 1908
2021
Q3 		$1K Buy
+7
New +$578 ﹤0.01% 1515

Other funds holding PLMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bell Investment Advisors's PLMR Position: Q2 2023 in Review

Bell Investment Advisors sold out of Palomar (PLMR) in Q2 2023, closing a stake of 9 shares — an estimated $497 sold.

Bell Investment Advisors first reported a position in PLMR in Q3 2021 and held it in 2 quarters. The position peaked at $1K in Q3 2021. 176 funds tracked by Wall St. Rank hold PLMR as of Q2 2023.

  • Bell Investment Advisors reported no remaining Palomar position as of Q2 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 9 Palomar shares in Q2 2023, an estimated $497.
  • Bell Investment Advisors first reported a position in Palomar in Q3 2021 and held it in 2 quarters.
  • Bell Investment Advisors's Palomar position peaked at $1K in Q3 2021.
  • 176 funds tracked by Wall St. Rank held Palomar as of Q2 2023.

Based on Bell Investment Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.